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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,734 | $65,704-68.4% | $94,229-78.0% | $59,633-65.2% |
| Participation rate | 92.9% | 72.1%+20.7pp | 78.8%+14.1pp | 68.7%+24.2pp |
| Annual return | -0.70% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,144 | $3,143+63.7% | $4,320+19.1% | $3,192+61.2% |
| Admin fee / account holder | $401 | $4,265-90.6% | $6,269-93.6% | $4,297-90.7% |